Envestnet | Jotup

iCapital® Introduces iMAP, its First Model Portfolio for Alternative Investments

Retrieved on:

Lunedì, Maggio 6, 2024

Consulting, Data Management, Banking, Accounting, Technology, Professional Services, Asset Management, Software, Networks, Fintech, Finance, Investment, Envestnet, Blue Owl Capital, Imap, Growth, Financial adviser

Today, the more than 100,000 U.S. Financial Advisors who use iCapital’s platform can now access the first model portfolio, iMAP (iCapital Multi-Asset Portfolio), with additional portfolio models set to follow in the coming months.

Key Points:

Today, the more than 100,000 U.S. Financial Advisors who use iCapital’s platform can now access the first model portfolio, iMAP (iCapital Multi-Asset Portfolio), with additional portfolio models set to follow in the coming months.
Paired with iCapital’s portfolio construction tool, Architect , advisors will be able to run an analysis to easily evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.
“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.
It's a significant innovation in portfolio management.”
“We are proud that our direct lending strategy is a leading allocation in iCapital’s iMAP model portfolio.

Envestnet Announces Finalists for 2024 Asset Manager of the Year Awards

Retrieved on:

Venerdì, Maggio 3, 2024

ETF, Elevate, Envestnet, Research, Spinal muscular atrophies, CFA, Financial adviser

BERWYN, Pa., May 3, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced its list of finalists for the 2024 Asset Manager of the Year Awards. Now in its 20th year, the awards program recognizes high-conviction portfolio managers who exemplify excellence in investment management practices in varied economic environment and market conditions.

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BERWYN, Pa., May 3, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced its list of finalists for the 2024 Asset Manager of the Year Awards.
This year's award winners will be announced and recognized at Envestnet Elevate 2024.
"The finalists for the 2024 Asset Manager of the Year Awards have demonstrated remarkable ingenuity and performance against the backdrop of an interest-rate sensitive, and, at times volatile, market environment, and we look forward to announcing the winners at this year's Elevate conference."
Finalists for the 2024 Asset Manager of the Year Awards are:
Award winners in each category, including Asset Manager of the Year, will be announced by Envestnet | PMC leaders Erik Preus, Group Head of Investment Solutions; Brooks Friederich, Principal Director, Investment Solutions Strategy; and Todd Rais, Principal Director of Research at Envestnet's annual Elevate conference in Phoenix, May 14-15, 2024.

Manulife Wealth Completes Technology Migration in its Ongoing Commitment to Transform the Advisor and Client Experience

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Martedì, Aprile 30, 2024

Investment, FCC, Fidelity, Partnership, Envestnet, Life, Environment, Manulife, ULC, Statistics Canada, Financial adviser

OAKVILLE, ON, April 30, 2024 /CNW/ - Manulife Wealth* has announced it completed the conversion of the Manulife Wealth advisor platform to uniFide®, Fidelity Clearing Canada ULC's (FCC) leading advisor technology and back- office operations platform.

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OAKVILLE, ON, April 30, 2024 /CNW/ - Manulife Wealth* has announced it completed the conversion of the Manulife Wealth advisor platform to uniFide®, Fidelity Clearing Canada ULC's (FCC) leading advisor technology and back- office operations platform.
Today, one in four Canadians uses a Manulife solution.1
For more information about Manulife Wealth please click here.
* As of January 1, 2024, Manulife Securities officially changed its name to Manulife Wealth.
The two companies that made up Manulife Securities (Manulife Securities Incorporated, an investment dealer, and Manulife Securities Investment Services Inc., a mutual fund dealer) were amalgamated to form one new dual–registered firm, Manulife Wealth Inc.

FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity Solutions into Their Business*

Retrieved on:

Martedì, Aprile 23, 2024

OID, Ecosystem, Investment, RIAS, Insurance, Envestnet, RIA, CFA, Financial adviser

BERWYN, Pa., April 23, 2024 /PRNewswire/ -- Today, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs and fee-based financial professionals to effortlessly integrate annuity products into their offerings, regardless of their insurance licensing status.

Key Points:

FIDX Desk will enable RIAs and fee-based financial professionals to effortlessly integrate annuity products into their offerings, regardless of their insurance licensing status.
FIDX Desk is a comprehensive digital solution for annuity management.
It tackles the obstacles Registered Investment Advisors face, enabling them to present the potential advantages of annuity solutions—such as income and legacy planning—to their clients.
"By simplifying access to the annuity market, we're enabling financial professionals to significantly enhance their portfolio services.

Course Preps Future Financial Planning Leaders in Dick Wagner's Vision - Registration Now Open

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Martedì, Aprile 16, 2024

WASHINGTON, April 16, 2024 /PRNewswire/ -- The Fiduciary Institute announces its 2024 course to help planners lead financial planning and wealth management forward as leader Dick Wagner espoused. Faculty will offer six classes remotely over 14 weeks, starting June 25th.

Key Points:

FPA Journal - Best of 25 Years: To Think...Like a CFP (financialplanningassociation.org) The course, 'Making the Future of Financial Planning,' is offered by the Institute for the Fiduciary Standard.
Knut Rostad, president of the Fiduciary Institute, stated, "Dick Wagner believed financial planning can be 'The most important authentic profession of the 21st century.'
"Making the Future of Financial Planning" is for the next generation of financial planning leaders.
The course is taught by veteran planning leaders and subject matter experts who will provide the knowledge and insights planners need to think strategically advance Dick Wagner's vision for planning.

FOUNDATION SOURCE NAMES LOU D'ADDARIO CHIEF REVENUE OFFICER AND WARREN BAILEY CHIEF INFORMATION SECURITY OFFICER

Retrieved on:

Martedì, Aprile 16, 2024

Software, Envestnet, State Street, GTCR, Growth, Management

FAIRFIELD, Conn., April 16, 2024 /PRNewswire/ -- Foundation Source, the nation's largest provider of cloud-based solutions for private foundations and planned giving, today announced the appointment of Lou D'Addario to Chief Revenue Officer and Warren Bailey to Chief Information Security Officer. As Foundation Source embarks on its next stage of growth, both Mr. D'Addario and Mr. Bailey bring in-depth fintech expertise and will help lead the firm's expansion into enterprise relationships.

Key Points:

FAIRFIELD, Conn., April 16, 2024 /PRNewswire/ -- Foundation Source , the nation's largest provider of cloud-based solutions for private foundations and planned giving, today announced the appointment of Lou D'Addario to Chief Revenue Officer and Warren Bailey to Chief Information Security Officer.
"We are excited to welcome Lou and Warren to our team and look forward to working together as Foundation Source continues to drive forward its mission of becoming the leading provider of PhilTech," said Joseph Mrak III , chief executive officer of Foundation Source.
The Chief Information Security Officer role is newly created, and Mr. Bailey reports to Pascal Vincent, Chief Technology Officer.
Foundation Source is a portfolio company of GTCR, a leading private equity firm, which acquired the business in September 2023 .

Lincoln Financial Group Introduces Side-by-Side Pooled Employer Retirement Solutions for Businesses and Not-for-Profit Organizations

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Mercoledì, Aprile 3, 2024

Banking, Personal Finance, Professional Services, Finance, Research, Lincoln, Lincoln National Corporation, Organization, Exhibit, LNC, Envestnet, Small business, PEPS, Retirement, PEP, Bureau of Labor Statistics, Financial adviser

Lincoln Financial Group (NYSE:LNC) announces the launch of FlexPEP(k) and FlexPEP(b), comprehensive pooled employer plans (PEP) for 401(k) and 403(b) plans, respectively.

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Lincoln Financial Group (NYSE:LNC) announces the launch of FlexPEP(k) and FlexPEP(b), comprehensive pooled employer plans (PEP) for 401(k) and 403(b) plans, respectively.
These tailored solutions add to Lincoln’s lineup of group plan solutions totaling more than $1.3 billion in assets.
“We’re seeing an uptick in the adoption of group plan solutions as employers look to streamline their retirement plan administration, minimize costs and enhance fiduciary protection,” said Matt Condos, senior vice president, Retirement Plan Services Product Solutions, Lincoln Financial Group.
For more information about Lincoln’s full suite of retirement solutions, including OpenPEP , visit our group retirement plan pages for employers and financial professionals .

Skience Awarded Patent for its Financial Account Opening Workflows and Integrations

Retrieved on:

Mercoledì, Marzo 13, 2024

Professional Services, Data Management, Business, Technology, Software, Finance, Fintech, Envestnet, Patent, CRM, Organization

Skience , a leading fintech platform that helps financial advisors and wealth management organizations digitally transform their operations and enable business growth, today announced the awarding of Patent No.

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Skience , a leading fintech platform that helps financial advisors and wealth management organizations digitally transform their operations and enable business growth, today announced the awarding of Patent No.
11,900,462 B2 from the United States Patent and Trademark Office for its proprietary systems and methods that automate and improve the creation and maintenance of financial accounts, including the related integrations.
Based on that signed form, the system can then open and even fund a new account with the selected custodian.
“We are honored to be recognized with this patent, signifying the spirit of innovation we bring to our solutions, platform, and consulting services.”

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

Retrieved on:

Lunedì, Marzo 25, 2024

BROOKLYN, N.Y., March 25, 2024 /PRNewswire/ -- Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6 million Series A extension round. This newest round for Goalsetter was led by an affiliate of Edward Jones and MassMutual through its MM Catalyst Fund. Series A investors Fiserv, Webster Bank, Seae Ventures, Astia Fund, and Partnership Fund for New York City also participated in the round along with new investors Reseda Group and InTouchCU.

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BROOKLYN, N.Y., March 25, 2024 /PRNewswire/ -- Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6 million Series A extension round.
This newest round for Goalsetter was led by an affiliate of Edward Jones and MassMutual through its MM Catalyst Fund.
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise.
"Our new Series A extension marks a significant milestone for Goalsetter as we continue to redefine financial education and inclusion across America," said Goalsetter Founder and CEO Tanya Van Court.

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform

Retrieved on:

Mercoledì, Marzo 13, 2024

ACE, Partnership, Independent, Envestnet, Senior, CFA, PMC, Retirement, CAIA, Financial adviser

BERWYN, Pa., March 13, 2024 /PRNewswire/ -- Independent Financial Group, LLC (IFG), a San Diego-based independent broker-dealer, in keeping with its mission to provide best-in-class resources and support for unrivaled service, has strengthened its ongoing partnership with Envestnet empowering its network of more than 600 independent financial professionals with increased access to Envestnet's ecosystem of wealth management solutions.

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IFG also recently implemented the Envestnet Credit Exchange, powered by the Advisor Credit Exchange (ACE), into its network.
IFG's affiliated professionals now have access to high-quality banking and lending solution providers, enabling them to holistically service their clients.
"Our partnership with Envestnet has enabled advisors in our network to further improve the quality and extent of their services.
Since 2020, IFG has leveraged its partnership with Envestnet to provide solutions including Envestnet's Wealth Management Platform, PMC investment solutions including tax overlay -- and financial planning services through Envestnet | MoneyGuide.